01 — Put your business into words
Gather your opening hours, services, frequently asked questions, escalation contacts and approval limits. For a property team, include building facilities and the process for reporting maintenance.
Start with the questions your customers already ask. Build a clear playbook, test the difficult moments and connect your phone line when the answers and handovers are ready.
Gather your opening hours, services, frequently asked questions, escalation contacts and approval limits. For a property team, include building facilities and the process for reporting maintenance.
Try an everyday enquiry, an urgent request and a caller asking for something outside the playbook. Review the transcript and proposed actions. Correct unclear instructions before connecting customers.
Connect the phone service and confirm your routing with the team. Check who reviews new enquiries, who approves spending and what happens outside normal working hours. Channel availability is confirmed during setup.
Use the desk to review conversations and outcomes. Keep the playbook current when hours, contacts or policies change. Saved playbook information is used on the next call.
Try a London property conversation. Ask about a viewing, report a fictional issue, or see how Sara handles a follow-up.
Talk to Sara Microphone needed · Public demonstration